The following Steps describes you how to create, edit and print Proforma Invoices.

  • Go to the Sales Part of Billing.
  • Clicking on Proforma Invoice leads you to Tax Invoice Receipts List as shown in figure below.
  • Here, the list of existing Proforma Invoice can be found.
  • One can search Proforma Invoices according to Source within the selected time period.
  • To create new Proforma Invoice, click on button.
  • It leads you to new page as shown in figure below.
  • In this page, click on select items to select items and to add more items on list click on button.
  • To delete items from list, click on button.
  • After filling every required input field and adding items.
  • Save invoice by clicking on else Close.
  • Clients can be created directly on Proforma Invoice page by clicking on       as shown below.
  • Fill up every required input fields and then click on to create else Cancel.
  • To create new Items within the Proforma Invoice page, click on button, which leads you to new page as shown.

 

  • Fill up every required input fields i.e. (*)
  • And give notes, product summary and product details by clicking on those textboxes.
  • Tick all the requirements like taxable, trackable and so on.
  • One must tick the enabled.
  • After filling, click on to create else Cancel.
  • Same goes to Lead.
  • Action can be used to edit, delete, print, download and Duplicate Respectively.
  • List of Proforma Invoice can be filtered out by selecting time periods and source.
  • And List can be downloaded in excel form by clicking on button.
  • Details can be downloaded in excel form by clicking on button.

 

 

 

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